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AI brief of an SEC Form 8-K · VARONIS SYSTEMS INC (VRNS)

Varonis Q2 revenue rises to $180.0 million; raises full-year SaaS ARR outlook

Positive Impact 4 of 5 earnings Written later

Varonis reported second quarter 2026 revenue of $180.0 million, up from $152.2 million a year earlier, and SaaS ARR of $726.0 million, up 52% year-over-year. The company raised its full-year SaaS ARR growth outlook (excluding conversions) to 21% at the midpoint, but GAAP net loss widened to $46.8 million from $35.8 million.

Key points

  • Q2 2026 total revenues were $180.0 million versus $152.2 million in Q2 2025.
  • Non-GAAP operating income was $3.7 million, compared with a non-GAAP operating loss of $1.9 million a year earlier.
  • GAAP net loss was $46.8 million, or $(0.41) per share, versus $35.8 million, or $(0.32) per share, in Q2 2025.
  • Full-year 2026 revenue outlook is $735.0 million to $739.0 million, with Q3 revenue expected at $185.0 million to $188.0 million.

The filing

CompanyVARONIS SYSTEMS INC (VRNS)
Form8-K, current report
Filed with the SECJul 28, 2026, 4:10 PM ET
Accession number0001171843-26-004948

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 10:08 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 28, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.